Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Management Trust Company Dodge & Cox Income in their Schedule of Assets, totaling $23.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FREDRIKSON & BYRON PA FREDRIKSON & BYRON PA PROFIT SHARING PLAN | MINNEAPOLIS MN | 806 | $491.0M | $15.9M |
| 2 | THE KENDALL GROUP, INC. THE KENDALL GROUP, INC. PROFIT SHARING PLAN | PORTAGE MI | 1,749 | $230.1M | $7.6M |
